ASC Financial Solutions

Independent A S C Financial Solutions, 19 Shirwell Crescent, Furzton, Buckinghamshire, Milton Keynes, MK4 1GA

First meeting at adviser's own cost

Response rating

7.0 /10

28th October 2019

Independent Financial Advisers providing quality advice specialising in pension/retirement planning options and building investment portfolios to generate growth/income.

We can advise you on

Pensions & retirement
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Financial planning
- Wealth management
Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
Savings
- Lump sum
- Regular savings
Insurance & protection
- Critical illness
- Life insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax

Make an enquiry Request a call back 01908 942492 Recommend to a friend

Meet our advisers

Adrian Cook

Director/Financial Adviser

Qualifications & Accreditations Hide qualifications

R02 - Investment Principles (CII)

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

R03 - Personal Taxation (CII)

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

R01 - Financial Services, Regulation and Ethics (CII)

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

Dip PFS - Personal Finance Society Diploma (PFS)

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

R04 - Pensions and Retirement Planning (CII)

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

CF2 - Investment and Risk (CII)

This examination assesses a knowledge and understanding of investment products and the risks involved.

IMC - Investment Management Certificate (CFA)

This qualification assesses a knowledge and understanding of portfolio investment management. If passed before September 2010 QCF 3 after then QCF 4

CeFa - Certificate for Financial Advisers

This qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.

Daniel Piggott

Independent Financial Planner

What our clients say

I am very grateful to ASC Financial Solutions for the advice and help given to me. I find both Adrian and his staff positive and courteous and rely completely upon his advice. It is always a pleasure to do business with Adrian.

Mrs P, Milton Keynes

ASC Financial Solutions have always been absolutely first class in their advice to us, particularly in the current financial maze, with so much uncertainty. We have regular meetings with Adrian either at our home or at the office, whichever suits our needs at the time. Furthermore, the firm takes a positive role with our investments, giving guidance, advice and ideas rather than just reporting results.

Mr & Mrs E, Milton Keynes

At last, with ASC I have found a Financial Adviser that is responsive and pro-active. You really do feel valued and important and this is a refreshing change!

Mr F, Bracknell

It is re-assuring to have easy access to personal financial advice that is discussed and presented professionally in a warm and friendly manner. Investment options are actioned with ease and efficiency, followed by regular updates as required – all much appreciated. ASC Financial Solutions Ltd deserves every success.

Mr & Mrs I, Towcester

When my husband died, it was a very sad and emotional time. However, it was a great consolation that I did not have an added worry of suddenly looking after my financial affairs as I knew that they were in the excellent hands of ASC Financial Solutions. My husband had the highest regard and confidence in ASC. I totally endorse his sentiments. ASC have the unique ability of being very approachable and friendly without this impacting on their high professionalism. I would not hesitate to recommend them. I wish them continued success.

Mrs B, Leighton Buzzard

Where to find us

A S C Financial Solutions, 19 Shirwell Crescent, Furzton, Buckinghamshire, Milton Keynes, MK4 1GA

Make an enquiry

About us

Having worked for large banks dealing with premier wealth clients, Managing Director Adrian Cook wanted to give a more personal service to clients at all levels and stages of life. This was where ASC Financial Solutions was founded some ten years ago.

2018 has provided an exciting development and with Adrian keen to support his local High Street, our new office in Winslow has now opened.

ASC Financial Solutions have a committed team of staff and advisors who are known for their exceptional customer service. They are proud to work with clients to achieve their financial goals and aspirations with offices in Winslow and Milton Keynes.

ASC provide financial advice to both personal and business clients alike specialising in investment and pension/retirement planning.

New clients are invited to either office for an introductory meeting at no cost or obligation where we discuss your goals and objectives along with existing portfolios you may have.

Our services

Our clients would describe ASC Financial Solutions as a friendly team who provide an excellent personalised service, both initially and on an ongoing basis.

Make an enquiry Request a call back 01908 942492 Recommend to a friend

We can advise you on

Pensions & retirement
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Financial planning
- Wealth management
Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
Savings
- Lump sum
- Regular savings
Insurance & protection
- Critical illness
- Life insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax

Advice methods

Telephone
Face to face

Special offers

Choose an Unbiased exclusive special offer:

Preferred clients

Minimum wealth (income/assets)

£50,000

Minimum pension value

£0

Minimum mortgage value

£0

Website

Make an enquiry Request a call back 01908 942492 Recommend to a friend

Contact options

Make an enquiry Request
a call back 01908 942492 Recommend to a friend

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